Lending Client Support Specialist

Compeer Financial; Macomb (IL); Hybrid; USD 42,000 - 67,000; Full time

Benefits offered by this job

Hybrid work model

Flexible schedules

401k with company match

Medical insurance

Dental insurance

Vision insurance

HSA/FSA

Life & AD&D insurance

Disability insurance

Wellness program & EAP

Paid time off and holidays

Learning and development programs

Mentorship programs

Certification reimbursement

Job summary

Compeer Financial, a member-owned cooperative with offices across IL, MN and WI, seeks a Client Service/Loan Servicing professional to support customers and manage servicing tasks with accuracy and compliance.

In this hybrid role, you will handle front-line inquiries, process loan renewals, maintain accounts, and collaborate with teams to deliver exceptional service while upholding company policies and industry regulations.

Qualifications

• High school diploma or GED.
• 2 years client service experience, preferably in a financial institution.
• Ability to work in a collaborative team environment and adhere to organizational goals.
• Keen eye for detail, ensuring accuracy and compliance in documentation and processing steps.
• Strong organizational and communication skills.
• Adaptable to changing priorities and multi-task in a fast-paced environment.
• Effective conflict resolution skills.
• Prioritize client needs and provide timely solutions.
• Proficient in Windows and MS Office; ability to learn new systems.
• General knowledge of farming operations and agriculture preferred.
• General knowledge of basic accounting principles and procedures preferred.
• Knowledge of Compeer and its loan products, digital tools and services desired.

Responsibilities

• Provides front line customer service to clients via phone, online and in-person.
• Establishes and maintains relationships with internal and external clients.
• Communicates with other business units to meet client needs.
• Educates clients on policies, processes and servicing.
• Assists Sales Team in recommending client products and tools.
• Acts as a back up to the Contact Center when needed.
• Provides loan servicing for renewals and tracks document requirements.
• Coordinates documents and ensures lien positions on servicing.
• Ensures transactions comply with policy and regulatory guidelines.
• Prepares legal documents and processes receipts and disbursements.
• Maintains currency with processes and updates.

Skills

Attention to detail

Organizational skills

Communication skills

Team collaboration

Adaptability

Conflict resolution

Customer service mindset

Education

High school diploma or GED

Tools

MS Office (Word, Excel, Outlook)

Loan origination software

Windows OS

Job description

Compeer Financial, a member-owned cooperative with offices across IL, MN and WI, seeks a Client Service/Loan Servicing professional to support customers and manage servicing tasks with accuracy and compliance.

In this hybrid role, you will handle front-line inquiries, process loan renewals, maintain accounts, and collaborate with teams to deliver exceptional service while upholding company policies and industry regulations.